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Stifel Financial shares owned by Waldron

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Stifel Financial

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All positions including Stifel Financial held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 363 94.00

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Waldron

Top funds holding Stifel Financial

Vanguard Group
BlackRock
FMR
Capital Research Global Investors
State Street Corporation
Alliancebernstein
Earnest Partners
Stifel Financial
Dimensional Fund Advisors
Wellington Management Company
Hanna Zanoni
Geode Capital Management
LSV Asset Management
Macquarie Group
Fisher Investments

View all funds holding Stifel Financial